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JDIVX vs TRTIX
JDIVX vs TRTIX Comparison
Open Charts JDIVX vs TRTIX
JDIVX vs TRTIX Comparison Chart in %
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JDIVX vs. TRTIX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDIVX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. JDIVX (6.8B). TRTIX pays higher dividends than JDIVX: TRTIX (2.52) vs JDIVX (2.17). JDIVX was incepted earlier than TRTIX: JDIVX (11 years) vs TRTIX (11 years). JDIVX (0.75) is less costly to investors than TRTIX (0.68). JDIVX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDIVX has a lower initial minimum investment than TRTIX: JDIVX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.29 vs. JDIVX (19.85). TRTIX return over 5 years is better than : 89.20 vs. JDIVX (43.07).
| JDIVX | TRTIX | JDIVX / TRTIX | |
| Total Expense Ratio | 0.74 | 0.68 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.578 | 11.772 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 16.9B | 40% |
| Annual Yield % from dividends | 2.17 | 2.52 | 86% |
| Returns for 1 year | 19.85 | 31.29 | 63% |
| Returns for 3 years | 38.15 | 89.23 | 43% |
| Returns for 5 years | 43.07 | 89.20 | 48% |
| Returns for 10 years | 106.72 | 169.81 | 63% |
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